Account Type******* ****Account Owner***** ***Account Opps/Deals******* *******Closed Won • Oct 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Gradient Securities LlcInvestment Advisor Representative / Registered Representative Jul 18 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeMay 17- Jul 18ValicFinancial AdvisorApr 13- May 17
Fabio Dapuleo SantanaFinanzplanerView Profile, fabio d'apuleo santanaBob NachmanPrincipal Financial AdvisorView Profile, bob nachmanRyan McclearyAssociate II Nonqualified Executive BenefitsView Profile, ryan mccleary